CHCT vs. CTRE

Last updated Jun 3, 2026

CHCT (Community Healthcare Trust Incorporated) and CTRE (CareTrust REIT, Inc.) are both stocks. Both operate in the REIT - Healthcare Facilities industry within the Real Estate sector. Over the past 10 years, CHCT returned 5.33%/yr vs 16.47%/yr for CTRE. At a 0.46 correlation, their price movements are largely independent.

Performance

CHCT vs. CTRE - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Community Healthcare Trust Incorporated (CHCT) and CareTrust REIT, Inc. (CTRE). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, CHCT achieves a 12.28% return, which is significantly higher than CTRE's 8.26% return. Over the past 10 years, CHCT has underperformed CTRE with an annualized return of 5.33%, while CTRE has yielded a comparatively higher 16.47% annualized return.

CHCT

• 1D: 1.04%
• 1M: 1.76%
• YTD: 12.28%
• 6M: 17.05%
• 1Y: 20.04%
• 3Y*: -11.59%
• 5Y*: -11.80%
• 10Y*: 5.33%

CTRE

• 1D: -1.55%
• 1M: -1.17%
• YTD: 8.26%
• 6M: 5.54%
• 1Y: 39.28%
• 3Y*: 31.01%
• 5Y*: 16.52%
• 10Y*: 16.47%

*Multi-year figures are annualized to reflect compound growth (CAGR)

CHCT vs. CTRE - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
CHCT Community Healthcare Trust Incorporated	12.28%	-3.87%	-21.48%	-21.51%	-20.70%	4.12%	14.31%	54.97%	8.85%	29.92%
CTRE CareTrust REIT, Inc.	8.26%	39.35%	26.31%	27.31%	-13.67%	7.91%	13.67%	16.31%	15.89%	14.12%

Correlation

The correlation between CHCT and CTRE is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.30
Correlation (3Y) Calculated over the trailing 3-year period	0.33
Correlation (5Y) Calculated over the trailing 5-year period	0.47
Correlation (10Y) Calculated over the trailing 10-year period	0.49
Correlation (All Time) Calculated using the full available price history since May 22, 2015	0.46

The correlation between CHCT and CTRE shifts across timeframes, from 0.30 (1 year) to 0.49 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap CHCT : $470.45M CTRE : $8.67B
EPS CHCT : $0.23 CTRE : $1.61
PE Ratio CHCT : 77.37 CTRE : 24.08
PS Ratio CHCT : 3.84 CTRE : 17.23
PB Ratio CHCT : 1.12 CTRE : 2.10
Total Revenue (TTM) CHCT : $122.11M CTRE : $468.13M
Gross Profit (TTM) CHCT : $76.59M CTRE : $406.50M
EBITDA (TTM) CHCT : $88.98M CTRE : $490.99M

Return for Risk

CHCT vs. CTRE — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

CHCT

CHCT Risk / Return Rank: 61
CHCT Sharpe Ratio Rank: 66
CHCT Sortino Ratio Rank: 58
CHCT Omega Ratio Rank: 57
CHCT Calmar Ratio Rank: 60
CHCT Martin Ratio Rank: 63

CTRE

CTRE Risk / Return Rank: 83
CTRE Sharpe Ratio Rank: 84
CTRE Sortino Ratio Rank: 79
CTRE Omega Ratio Rank: 78
CTRE Calmar Ratio Rank: 84
CTRE Martin Ratio Rank: 90

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

CHCT vs. CTRE - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Community Healthcare Trust Incorporated (CHCT) and CareTrust REIT, Inc. (CTRE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

	CHCT	CTRE	Difference
Sharpe ratio Return per unit of total volatility	0.82	1.68	-0.86
Sortino ratio Return per unit of downside risk	1.22	2.26	-1.04
Omega ratio Gain probability vs. loss probability	1.15	1.30	-0.14
Calmar ratio Return relative to maximum drawdown	0.94	3.29	-2.34
Martin ratio Return relative to average drawdown	2.48	12.70	-10.21
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

CHCT vs. CTRE - Sharpe Ratio Comparison

The current CHCT Sharpe Ratio is 0.82, which is lower than the CTRE Sharpe Ratio of 1.68. The chart below compares the historical Sharpe Ratios of CHCT and CTRE, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	CHCT	CTRE	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.82	1.68	-0.86
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.42	0.68	-1.10
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.16	0.47	-0.31
Sharpe Ratio (All Time) Calculated using the full available price history	0.16	0.44	-0.28

Drawdowns

CHCT vs. CTRE - Drawdown Comparison

The maximum CHCT drawdown since its inception was -65.70%, roughly equal to the maximum CTRE drawdown of -67.43%. Use the drawdown chart below to compare losses from any high point for CHCT and CTRE.

Drawdown Indicators

	CHCT	CTRE	Difference
Max Drawdown Largest peak-to-trough decline	-65.70%	-67.43%	+1.73%
Max Drawdown (1Y) Largest decline over 1 year	-21.54%	-12.25%	-9.29%
Max Drawdown (3Y) Largest decline over 3 years	-55.67%	-23.19%	-32.48%
Max Drawdown (5Y) Largest decline over 5 years	-65.54%	-30.98%	-34.56%
Max Drawdown (10Y) Largest decline over 10 years	-65.70%	-67.43%	+1.73%
Current Drawdown Current decline from peak	-50.92%	-8.74%	-42.18%
Average Drawdown Average peak-to-trough decline	-20.31%	-10.58%	-9.73%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.16%	3.17%	+4.99%

Volatility

CHCT vs. CTRE - Volatility Comparison

The current volatility for Community Healthcare Trust Incorporated (CHCT) is 6.20%, while CareTrust REIT, Inc. (CTRE) has a volatility of 9.14%. This indicates that CHCT experiences smaller price fluctuations and is considered to be less risky than CTRE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	CHCT	CTRE	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.20%	9.14%	-2.94%
Volatility (6M) Calculated over the trailing 6-month period	16.03%	19.13%	-3.10%
Volatility (1Y) Calculated over the trailing 1-year period	24.69%	23.56%	+1.13%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	28.08%	24.51%	+3.57%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	34.49%	35.33%	-0.84%

Dividends

CHCT vs. CTRE - Dividend Comparison

CHCT's dividend yield for the trailing twelve months is around 10.93%, more than CTRE's 3.60% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
CHCT Community Healthcare Trust Incorporated	10.93%	11.48%	9.60%	6.78%	4.93%	3.65%	3.58%	3.84%	5.57%	5.57%	6.62%	2.81%
CTRE CareTrust REIT, Inc.	3.60%	3.71%	4.29%	5.00%	5.92%	4.64%	4.51%	4.36%	4.44%	4.42%	4.44%	5.84%

Financials

CHCT vs. CTRE - Profitability Comparison

The chart below illustrates the profitability comparison between Community Healthcare Trust Incorporated and CareTrust REIT, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

CHCT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Community Healthcare Trust Incorporated reported a gross profit of 24.90M and revenue of 31.27M. Therefore, the gross margin over that period was 79.6%.

CTRE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported a gross profit of 142.28M and revenue of 142.78M. Therefore, the gross margin over that period was 99.7%.

CHCT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Community Healthcare Trust Incorporated reported an operating income of 19.79M and revenue of 31.27M, resulting in an operating margin of 63.3%.

CTRE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported an operating income of 127.94M and revenue of 142.78M, resulting in an operating margin of 89.6%.

CHCT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Community Healthcare Trust Incorporated reported a net income of 2.55M and revenue of 31.27M, resulting in a net margin of 8.2%.

CTRE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, CareTrust REIT, Inc. reported a net income of 80.21M and revenue of 142.78M, resulting in a net margin of 56.2%.

Frequently Asked Questions

Can I hold both CHCT and CTRE in my portfolio?

CHCT and CTRE have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, CHCT or CTRE?

CTRE has higher volatility (9.14%) compared to CHCT (6.20%). In terms of maximum drawdown, CHCT dropped -65.70% vs CTRE's -67.43%.

Which has better risk-adjusted returns?

CTRE currently has the higher Sharpe Ratio (1.68 vs 0.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.